Saltus Partners LLP
Chichester, Sussex
The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are responsible for the ongoing relationship with Select clients, acting as their primary point of contact and undertaking their annual reviews. Any advice needs coming from these contacts are actioned by the advice team. These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments before moving to Premier and managing their own client bank. The Head of Select Advice oversees the advisers/trainee advisers and their support in the team, ensuring that the day-to-day client advice needs are met whether ad hoc, conversion or arising from contracted annual reviews, reflecting our internal service standards and complying with industry rules and regulations. This role will require the leadership and mentoring of a small group of Financial Planners and Trainee Financial Planners. Responsibilities As a qualified, and ideally chartered financial planner, the Head of Select Advice will lead trainee advisers through their stage 1 & 2 sign off to CAS status and ensure that the advice given to clients is supervised and sanctioned during this transition as well as maintaining the advice standards across the whole advice team. The Head of Select Advice has responsibility for the following: T&C Supervisory and Line management responsibility for the PAD advisers in the team both permanent and trainees. Supervisory responsibilities to include complaint handling, disciplinary management, and stage 1/2 sign off for new Advisers, Adviser T&C files in good order, SPS and CPD in place. Regular 1:1's with your team in accordance with the T&C scheme, half-yearly and annual appraisals all completed on Lattice. Regular observations/shadowing with your advisers (CAS or trainee), with feedback saved to the Adviser's T&C folder. Observations and Shadowing to be carried out in accordance with the adviser risk rating and T&C scheme. Responsibility for, and regular check-ins with the graduates that are on rotation making sure there is continuity of experience, picking up on issues and helping with development. This responsibility will be for 1:1s and managing through individual development plans with the Graduates on the Financial Planning Pathway. Lead example and coaching in the conversion of off platform and semi orphan M&A clients (Conversion clients) onto the Saltus proposition where appropriate for the client. Introducing sales skills and coaching as needs identified. Monthly Prospect list management for trainees. Primary point of contact for day-to-day Select advice/adviser queries across the wider business. Assisting trainees in analysing client information and existing investments/policies. Constructing appropriate solutions for clients and overseeing/making appropriate recommendations in conjunction with the advisers. Reviewing and documenting procedures and workflows. Liaising with clients, and attending client meetings where required. Primary point of contact for all complex technical queries. Training and development of the team. Managing an appropriate number of Select client relationships. Person Specification Have completed the relevant industry exams (Level 4 Diploma in regulated Financial Planning). Have or be working towards Chartered status (Diploma in Financial Advice Level 6). Ideally have practised as a financial planner. Have supervision experience in a regulated T&C environment. Extensive knowledge and understanding of financial planning. Excellent attention to detail. Strong technical knowledge, with the ability to identify and resolve complex technical queries. Outstanding communication skills, able to communicate with internal and external stakeholders at all levels, both verbally and in writing. Good time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously. Ability to communicate with departments across the business. Be customer focused but commercially minded. Passionate about delivering a best in class client experience. Where will I be working? We are incredibly flexible about where, when, and how you work: we do not want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they are looking for. Ideally, you would be based out of one of our offices for two to three days each week, working the remainder of the week from home. For this role we shall be recruiting an individual to be based in Solent, or London. We are passionate about championing flexible working for our people, so if there is a slightly different working pattern that you are looking for, then please come and have a chat with us about it. What benefits do I get when working for Saltus? Salary range £75,000 - £90,000 dependent on experience. Alongside this 28 days' holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Why Saltus? Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach. We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm's growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career. Today, Saltus has just over 350 employees and manages and advises on over £7.5 billion in client assets.
The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are responsible for the ongoing relationship with Select clients, acting as their primary point of contact and undertaking their annual reviews. Any advice needs coming from these contacts are actioned by the advice team. These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments before moving to Premier and managing their own client bank. The Head of Select Advice oversees the advisers/trainee advisers and their support in the team, ensuring that the day-to-day client advice needs are met whether ad hoc, conversion or arising from contracted annual reviews, reflecting our internal service standards and complying with industry rules and regulations. This role will require the leadership and mentoring of a small group of Financial Planners and Trainee Financial Planners. Responsibilities As a qualified, and ideally chartered financial planner, the Head of Select Advice will lead trainee advisers through their stage 1 & 2 sign off to CAS status and ensure that the advice given to clients is supervised and sanctioned during this transition as well as maintaining the advice standards across the whole advice team. The Head of Select Advice has responsibility for the following: T&C Supervisory and Line management responsibility for the PAD advisers in the team both permanent and trainees. Supervisory responsibilities to include complaint handling, disciplinary management, and stage 1/2 sign off for new Advisers, Adviser T&C files in good order, SPS and CPD in place. Regular 1:1's with your team in accordance with the T&C scheme, half-yearly and annual appraisals all completed on Lattice. Regular observations/shadowing with your advisers (CAS or trainee), with feedback saved to the Adviser's T&C folder. Observations and Shadowing to be carried out in accordance with the adviser risk rating and T&C scheme. Responsibility for, and regular check-ins with the graduates that are on rotation making sure there is continuity of experience, picking up on issues and helping with development. This responsibility will be for 1:1s and managing through individual development plans with the Graduates on the Financial Planning Pathway. Lead example and coaching in the conversion of off platform and semi orphan M&A clients (Conversion clients) onto the Saltus proposition where appropriate for the client. Introducing sales skills and coaching as needs identified. Monthly Prospect list management for trainees. Primary point of contact for day-to-day Select advice/adviser queries across the wider business. Assisting trainees in analysing client information and existing investments/policies. Constructing appropriate solutions for clients and overseeing/making appropriate recommendations in conjunction with the advisers. Reviewing and documenting procedures and workflows. Liaising with clients, and attending client meetings where required. Primary point of contact for all complex technical queries. Training and development of the team. Managing an appropriate number of Select client relationships. Person Specification Have completed the relevant industry exams (Level 4 Diploma in regulated Financial Planning). Have or be working towards Chartered status (Diploma in Financial Advice Level 6). Ideally have practised as a financial planner. Have supervision experience in a regulated T&C environment. Extensive knowledge and understanding of financial planning. Excellent attention to detail. Strong technical knowledge, with the ability to identify and resolve complex technical queries. Outstanding communication skills, able to communicate with internal and external stakeholders at all levels, both verbally and in writing. Good time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously. Ability to communicate with departments across the business. Be customer focused but commercially minded. Passionate about delivering a best in class client experience. Where will I be working? We are incredibly flexible about where, when, and how you work: we do not want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they are looking for. Ideally, you would be based out of one of our offices for two to three days each week, working the remainder of the week from home. For this role we shall be recruiting an individual to be based in Solent, or London. We are passionate about championing flexible working for our people, so if there is a slightly different working pattern that you are looking for, then please come and have a chat with us about it. What benefits do I get when working for Saltus? Salary range £75,000 - £90,000 dependent on experience. Alongside this 28 days' holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Why Saltus? Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach. We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm's growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career. Today, Saltus has just over 350 employees and manages and advises on over £7.5 billion in client assets.
Saltus Partners LLP
The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are responsible for the ongoing relationship with Select clients, acting as their primary point of contact and undertaking their annual reviews. Any advice needs coming from these contacts are actioned by the advice team. These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments before moving to Premier and managing their own client bank. The Head of Select Advice oversees the advisers/trainee advisers and their support in the team, ensuring that the day-to-day client advice needs are met whether ad hoc, conversion or arising from contracted annual reviews, reflecting our internal service standards and complying with industry rules and regulations. This role will require the leadership and mentoring of a small group of Financial Planners and Trainee Financial Planners. Responsibilities As a qualified, and ideally chartered financial planner, the Head of Select Advice will lead trainee advisers through their stage 1 & 2 sign off to CAS status and ensure that the advice given to clients is supervised and sanctioned during this transition as well as maintaining the advice standards across the whole advice team. The Head of Select Advice has responsibility for the following: T&C Supervisory and Line management responsibility for the PAD advisers in the team both permanent and trainees. Supervisory responsibilities to include complaint handling, disciplinary management, and stage 1/2 sign off for new Advisers, Adviser T&C files in good order, SPS and CPD in place. Regular 1:1's with your team in accordance with the T&C scheme, half-yearly and annual appraisals all completed on Lattice. Regular observations/shadowing with your advisers (CAS or trainee), with feedback saved to the Adviser's T&C folder. Observations and Shadowing to be carried out in accordance with the adviser risk rating and T&C scheme. Responsibility for, and regular check-ins with the graduates that are on rotation making sure there is continuity of experience, picking up on issues and helping with development. This responsibility will be for 1:1s and managing through individual development plans with the Graduates on the Financial Planning Pathway. Lead example and coaching in the conversion of off platform and semi orphan M&A clients (Conversion clients) onto the Saltus proposition where appropriate for the client. Introducing sales skills and coaching as needs identified. Monthly Prospect list management for trainees. Primary point of contact for day-to-day Select advice/adviser queries across the wider business. Assisting trainees in analysing client information and existing investments/policies. Constructing appropriate solutions for clients and overseeing/making appropriate recommendations in conjunction with the advisers. Reviewing and documenting procedures and workflows. Liaising with clients, and attending client meetings where required. Primary point of contact for all complex technical queries. Training and development of the team. Managing an appropriate number of Select client relationships. Person Specification Have completed the relevant industry exams (Level 4 Diploma in regulated Financial Planning). Have or be working towards Chartered status (Diploma in Financial Advice Level 6). Ideally have practised as a financial planner. Have supervision experience in a regulated T&C environment. Extensive knowledge and understanding of financial planning. Excellent attention to detail. Strong technical knowledge, with the ability to identify and resolve complex technical queries. Outstanding communication skills, able to communicate with internal and external stakeholders at all levels, both verbally and in writing. Good time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously. Ability to communicate with departments across the business. Be customer focused but commercially minded. Passionate about delivering a best in class client experience. Where will I be working? We are incredibly flexible about where, when, and how you work: we do not want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they are looking for. Ideally, you would be based out of one of our offices for two to three days each week, working the remainder of the week from home. For this role we shall be recruiting an individual to be based in Solent, or London. We are passionate about championing flexible working for our people, so if there is a slightly different working pattern that you are looking for, then please come and have a chat with us about it. What benefits do I get when working for Saltus? Salary range £75,000 - £90,000 dependent on experience. Alongside this 28 days' holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Why Saltus? Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach. We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm's growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career. Today, Saltus has just over 350 employees and manages and advises on over £7.5 billion in client assets.
The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are responsible for the ongoing relationship with Select clients, acting as their primary point of contact and undertaking their annual reviews. Any advice needs coming from these contacts are actioned by the advice team. These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments before moving to Premier and managing their own client bank. The Head of Select Advice oversees the advisers/trainee advisers and their support in the team, ensuring that the day-to-day client advice needs are met whether ad hoc, conversion or arising from contracted annual reviews, reflecting our internal service standards and complying with industry rules and regulations. This role will require the leadership and mentoring of a small group of Financial Planners and Trainee Financial Planners. Responsibilities As a qualified, and ideally chartered financial planner, the Head of Select Advice will lead trainee advisers through their stage 1 & 2 sign off to CAS status and ensure that the advice given to clients is supervised and sanctioned during this transition as well as maintaining the advice standards across the whole advice team. The Head of Select Advice has responsibility for the following: T&C Supervisory and Line management responsibility for the PAD advisers in the team both permanent and trainees. Supervisory responsibilities to include complaint handling, disciplinary management, and stage 1/2 sign off for new Advisers, Adviser T&C files in good order, SPS and CPD in place. Regular 1:1's with your team in accordance with the T&C scheme, half-yearly and annual appraisals all completed on Lattice. Regular observations/shadowing with your advisers (CAS or trainee), with feedback saved to the Adviser's T&C folder. Observations and Shadowing to be carried out in accordance with the adviser risk rating and T&C scheme. Responsibility for, and regular check-ins with the graduates that are on rotation making sure there is continuity of experience, picking up on issues and helping with development. This responsibility will be for 1:1s and managing through individual development plans with the Graduates on the Financial Planning Pathway. Lead example and coaching in the conversion of off platform and semi orphan M&A clients (Conversion clients) onto the Saltus proposition where appropriate for the client. Introducing sales skills and coaching as needs identified. Monthly Prospect list management for trainees. Primary point of contact for day-to-day Select advice/adviser queries across the wider business. Assisting trainees in analysing client information and existing investments/policies. Constructing appropriate solutions for clients and overseeing/making appropriate recommendations in conjunction with the advisers. Reviewing and documenting procedures and workflows. Liaising with clients, and attending client meetings where required. Primary point of contact for all complex technical queries. Training and development of the team. Managing an appropriate number of Select client relationships. Person Specification Have completed the relevant industry exams (Level 4 Diploma in regulated Financial Planning). Have or be working towards Chartered status (Diploma in Financial Advice Level 6). Ideally have practised as a financial planner. Have supervision experience in a regulated T&C environment. Extensive knowledge and understanding of financial planning. Excellent attention to detail. Strong technical knowledge, with the ability to identify and resolve complex technical queries. Outstanding communication skills, able to communicate with internal and external stakeholders at all levels, both verbally and in writing. Good time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously. Ability to communicate with departments across the business. Be customer focused but commercially minded. Passionate about delivering a best in class client experience. Where will I be working? We are incredibly flexible about where, when, and how you work: we do not want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they are looking for. Ideally, you would be based out of one of our offices for two to three days each week, working the remainder of the week from home. For this role we shall be recruiting an individual to be based in Solent, or London. We are passionate about championing flexible working for our people, so if there is a slightly different working pattern that you are looking for, then please come and have a chat with us about it. What benefits do I get when working for Saltus? Salary range £75,000 - £90,000 dependent on experience. Alongside this 28 days' holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Why Saltus? Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach. We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm's growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career. Today, Saltus has just over 350 employees and manages and advises on over £7.5 billion in client assets.